Brex

Brex is a financial platform built for businesses, offering corporate cards, expense management, and budgeting tools. Connecting Brex to Coupler.io lets you pull your spending data — transactions, expenses, budgets, and more — into any destination for reporting and analysis.

Why connect Brex to Coupler.io?

• Centralize financial data — combine Brex transactions and expenses with data from other tools like your accounting software or ERP

• Automate spend reporting — keep dashboards in Google Sheets, Looker Studio, or Power BI updated without manual exports

• Feed AI tools — send your spending data to ChatGPT, Claude, or Gemini to summarize trends, flag anomalies, or draft budget narratives

• Join entities — combine transactions with departments and users to see who's spending what and where

Prerequisites

• A Brex account with admin or developer access

• A Brex API key (generated from the Brex Developer Portal under Settings > Developer)

Quick start

Start with the Transactions entity — it's the most data-rich and gives you an immediate view of card spending. Combine it with Departments or Users using a Join transformation to get a full picture.

How to connect

1

Create a new data flow in Coupler.io. Log in to Coupler.io, go to your workspace, and click Add data flow. Search for Brex and select it as your source.

2

Enter your Brex API key. In the Brex Developer Portal, navigate to Settings > Developer and generate a new API token. Copy the token and paste it into the API key field in Coupler.io.

3

Select an entity. Choose the data you want to pull — Transactions, Expenses, Budgets, Users, Departments, or Vendors. You can add more sources to the same data flow later.

4

Set a start date. Use the date picker to define how far back you want to pull data. This applies to time-based entities like Transactions and Expenses.

5

Choose a destination. Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT or Claude.

6

Run the data flow. Click Run to execute your first manual sync. Once it completes successfully, your data will appear in the destination and you can set up a schedule.

Available entities

Entity	Description
Transactions	All card transactions with amount, date, merchant, and status
Expenses	User-submitted expenses for reimbursement or budget tracking
Budgets	Spending limits and allocations by department or project
Users	Employees and admins authorized to use Brex
Departments	Company departments used to categorize spending
Vendors	Merchants and suppliers receiving payments